Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
61%
OVERLAP
BY WEIGHT
29
# OF OVERLAPPING
HOLDINGS
VUG
151
HOLDINGS
20%
ALSO IN PJFG
PJFG
40
HOLDINGS
78%
ALSO IN VUG
SECTOR DRIFT (VUG minus PJFG)
OVERLAPPING HOLDINGS
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| Company | Weight in VUG |
Weight in PJFG |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 13.6% | 12.0% | 12.0% |
|
APPLE INC | 12.8% | 7.3% | 7.3% |
|
MICROSOFT CORP | 10.3% | 5.9% | 5.9% |
|
ALPHABET INC. CLASS A | 5.3% | 9.1% | 5.3% |
|
AMAZON.COM INC | 4.6% | 5.4% | 4.6% |
VUG Overweight Relative to PJFG
|
APPLE INC | 5.4% |
|
MICROSOFT CORP | 4.4% |
|
ALPHABET INC. CLASS C | 4.2% |
|
VISA INC. CLASS A | 1.6% |
|
NVIDIA CORP | 1.6% |
|
APPLIED MATERIALS INC | 1.1% |
|
PALO ALTO NETWORKS INC | 0.9% |
|
MARVELL TECHNOLOGY, INC. | 0.7% |
|
ORACLE CORP | 0.6% |
|
ARISTA NETWORKS, INC. | 0.6% |
VUG Underweight Relative to PJFG
|
ALPHABET INC. CLASS A | -3.8% |
|
GE AEROSPACE | -2.8% |
|
MASTERCARD INCORPORATED CLASS A | -2.4% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | -2.1% |
|
SANDISK CORP | -2.0% |
|
ELI LILLY & CO | -1.9% |
|
ADVANCED MICRO DEVICES | -1.8% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -1.6% |
|
SNOWFLAKE, INC. CLASS A | -1.5% |
|
SPOTIFY TECHNOLOGY SA | -1.5% |